VWM
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Venturi Wealth Management’s Coupang CPNG Stock Holding History

Venturi Wealth Management’s Portfolio CPNG Stock Details CPNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,547
Closed -$272K – 617
2025
Q4 		$272K Buy
11,547
+200
+2% +$5.69K 0.01% 477
2025
Q3 		$365K Sell
11,347
-359
-3% -$10.9K 0.02% 398
2025
Q2 		$351K Hold
11,706
– – 0.02% 388
2025
Q1 		$257K Sell
11,706
-488
-4% -$11.3K 0.01% 481
2024
Q4 		$268K Sell
12,194
-405
-3% -$9.94K 0.01% 479
2024
Q3 		$309K Buy
12,599
+5,481
+77% +$122K 0.02% 385
2024
Q2 		$149K Buy
7,118
+7,018
+7,018% +$152K 0.01% 449
2024
Q1 		$1.78K Sell
100
-400
-80% -$6.55K ﹤0.01% 1269
2023
Q4 		$8.1K Buy
500
+400
+400% +$6.6K ﹤0.01% 923
2023
Q3 		$1.7K Hold
100
– – ﹤0.01% 1206
2023
Q2 		$1.74K Buy
+100
New +$1.63K ﹤0.01% 944

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return